He Xiaopeng, chairman of Xiaopeng Motors, said in an interview with the Beijing News that he was not optimistic about the Huawei model.

Xiaopeng Motors He Xiaopeng: Huawei’s model is very good but not promising in the long-term

The Beijing News: What do you think of the current technical cooperation model of many auto companies with Huawei?

He Xiaopeng: This model was used in UC before, and later died miserably, because opening up will bring many challenges.

The first challenge is that each partner has different demands, and each partner may have a lot of unhappy points in the future;

The second is that the final amount obtained on the Internet in China is basically free or very low, so we must find a reasonable price. I feel that unreasonable prices have no life cycle.

The third is experience. In the past, in China’s Internet opening, most of the bottom is open. There will be gaps in communication between the two parties, especially the communication between the bottom technical personnel, and it is difficult to talk directly.

Therefore, I am very optimistic about Huawei’s model in the short-term. Huawei is very good, but it is not so good in the long-term. I insist on this view.

It’s not brainless opposition or brainless support. Look at what Boss He said. He Xiaopeng: This model was used in UC before, and later died miserably, because opening up will bring many challenges. The first challenge is that each partner has different demands, and each partner may have a lot of unhappy points in the future; the second is that the final amount obtained on the Internet in China is basically free or very low. , So be sure to find a reasonable price. I feel that unreasonable prices have no life cycle. The third is experience. In the past, in China’s Internet opening, most of the bottom is open. There will be gaps in communication between the two parties, especially the communication between the bottom technical personnel, and it is difficult to talk directly. Therefore, I am very optimistic about Huawei’s model in the short-term. Huawei is very good, but it is not so good in the long-term. I insist on this view. The above is in line with: throw out opinions, add cases, and add evidence to support it. There is nothing wrong with the expression itself. Then I also express my thoughts. Huawei’s multi-faceted blossoming, cooperating with many OEMs to provide smart solutions, is itself worth encouraging. When cultivated, it is very likely to be a giant in the field of intelligence, just like Bosch in the chassis industry. However, as a OEM, Bosch has been suffering for a long time. Unable to fix the chassis, the calibration cycle is too long, and the software is only changed four times for one project. It is obviously a chassis problem, but it needs independent software modification to adapt. In this way, the bitterness of the main engine factory is only known to those who have done it. Huawei has a complete set of intelligent solutions, but it needs to be matched and calibrated and tested with different OEMs. Some manufacturers are vcu, and some are direct MCUs. How to make Huawei’s controllers integrate well into the OEM’s control system Inside, it takes enough time to polish. In the automotive field, it is difficult to eat fresh food all over the world through a single trick. Once user needs are released, if they cannot respond quickly, they will also be criticized. Therefore, after this stall has been rolled out, how Huawei can adapt to the changing needs of different models in such a large surface-based market requires great efforts to build such a team. Of course, the hype about Huawei’s system is actually a double-edged sword for Huawei. Traditional OEMs must sell cars as a whole package. If something goes wrong, consumers must also directly seek repairs or after-sales services to protect their rights. It’s like the recent hot Tesla brake failure. If it is really a problem with Bosch, do consumers go to Bosch directly? Probably not. But now Huawei has such a big move, cooperating with so many manufacturers, such as Polar Fox and Cyrus are actually some models that are not particularly loud (and do not mean disrespect to friends). If Huawei’s hype propaganda, When users choose a car model, they have a point of extra points. Then, it is very likely that the Huawei brand will be frustrated due to other problems in the vehicle itself (these cars are labeled as Huawei). After all, a car is a product with a very strong overall experience. With a differentiated experience, user perception will be obvious. There may even be the risk of Huawei and the OEMs shaking off each other, causing headaches for users. In fact, Huawei is also a step-by-step insurance strategy. Maybe, you might be dragged down and beaten passively. After all, Huawei’s previous operations have been to completely grasp the right to speak or technical barriers in a certain field. In the past, the automobile was an industrial master, but now we must add the master of industrial electronics intelligence. Maybe Huawei has such self-confidence, and maybe it has been prepared long ago, but what I hope is that it can succeed! In this way, the exaggeration and progress of the automobile industry in China and the world is obvious. I hope that China will also have more and more “strong suppliers”, because they are strong, so they are strong.


By zhiwo

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5 months ago

It is normal not to be optimistic about the Huawei model. There is no need to go online for this matter. There is no successful precedent for the Huawei model in the automotive market. If you are simply a supplier, you can’t talk about Huawei’s model. We haven’t heard of Huawei’s model in TV, surveillance, etc. If not only as a supplier, even in the traditional automotive market, Bosch, as a top supplier, does not have the ability to endorse automakers. Even the very mature and successful foundry model of the mobile phone industry may not be successful in the new energy automobile industry. New energy vehicles are a very definite track, a ten trillion dollar-level track. In the face of such a large market, will Huawei be willing to be just a supply chain company? If we look at the current comparison between Bosch and Volkswagen, in 2020, Bosch’s revenue will be 71.6 billion euros, and its pre-tax profit will be 3.3 billion euros. In 2020, Volkswagen will have 222.9 billion euros in revenue and 10.6 billion euros deducted from non-profits. Obviously, as a company that can do a good job in cars, Bosch, it is absolutely impossible to say how wise it is to make cars without leaving the market, so you can see that power tools and home appliances Bosch have come to the forefront. And Huawei has already tasted the sweetness of making terminal products in the mobile phone market! Therefore, there is only one reason for blocking the launch of chrysanthemum-labeled cars. Currently, Huawei cannot solve the problem of the supply chain. This is the cause of today’s sadness, but it will be resolved sooner or later, right?

5 months ago

The first question is, whose cake did Huawei enter the market? I personally provide an opinion: Huawei’s entry into the market is the so-called “new car-building forces”, and it has greatly improved the competitiveness of traditional car companies. In the current field of electric vehicles, traditional car companies are in a clearly disadvantaged position, especially European and Japanese car companies. The main reason for this phenomenon is that electric cars have opened up a new track compared to traditional cars. On this track, companies have weakened the competition in mechanical design and strengthened the competition in the field of electronic information. In particular, it avoids the core and most difficult parts of the two fuel vehicles, the gearbox and the engine. The advantage of traditional car companies lies in the mechanical part instead of electronic information. This makes emerging brands pull the traditional car companies to the same starting line, and because of the early R&D and layout, they can start earlier. This is also the current tradition. The reason why car companies are lagging behind in the field of electric vehicles. At the same time, in the current world, in the field of intelligence and the Internet, Europe and Japan are essentially lagging behind China and the United States. This has led to the fact that even if the traditional car companies in Europe and Japan enter the field of electric vehicles, or smart cars, they are still very Difficult to catch up with Chinese and American brands. It’s like it’s often emerging auto companies rather than traditional auto companies that now mention concepts such as autonomous driving and in-vehicle systems. In particular, the iteration speed in the field of electronic information is much faster than the original development of automobiles. If a few years later, higher-level autonomous driving is commercially available on a large scale, it may be a devastating blow to European and Japanese players. Huawei’s entry has just solved the problem of traditional car companies’ inadequate electronic information, and at the same time, it also provided the best possible current solutions to fill up the shortcomings of traditional car companies. At the same time, due to Huawei’s own strong R&D strength and its strategy of only specializing in specific areas, it also makes it difficult for other car companies to surpass Huawei on his track. That is to say, the newly established advantages of emerging auto companies are likely to disappear or even fall behind as traditional auto companies choose to cooperate with Huawei. In particular, the current brand effect of traditional car companies in the public is still very strong, and the addition of Huawei’s influence on the basis of it will hit even more emerging car companies. So why did He Xiaopeng and Wang Xing choose to line up with Huawei? Huawei is not a direct competitor of Xiaopeng Motors, but he may add a big buff to competitors. Again, this is why Audi will consider cooperating with Huawei. For a luxury car brand such as BBA, is the 8w increase in Huawei’s autopilot system still considered high? The more mature mechanical structure design of traditional car companies, coupled with the product strength of Huawei’s current smart car solution, is how compared to emerging car companies? Of course, Xiaopeng Motors may be really fascinated by Huawei’s system soon.

5 months ago

He Xiaopeng is a bit interesting. It is a bit funny to compare the current technical cooperation between many car companies and Huawei with the previous UC model “died miserably”. Since Boss He builds a car, he has never heard of Broadcom, right? Doesn’t Broadcom’s model work in his eyes? Isn’t there Qualcomm and Google in the terminal industry? Doesn’t the model of these companies work in his eyes? Technology is a bowl of rice that foreign companies can eat, but can Huawei not eat it? After checking the information, Huawei has built some components and codes instead of building a complete vehicle. The related R&D investment has exceeded 20 billion. And Xiaopeng has released many products so far. I would like to ask if the R&D investment exceeds 6 billion? In fact, Xiaopeng’s R&D investment in domestic companies is already very high. In the eyes of those companies that are used to playing the Internet, engaging in models, and conceptualizing, it is even more a thankless and stupid choice to steadily engage in R&D. Think that when Huawei’s Kirin was launched, it was also ridiculed by many industry leaders. Didn’t it finally grow into a towering tree? Just go ahead silently, and the ways are different.

5 months ago

I didn’t understand why he was holding onto the Internet. Isn’t the new energy vehicle hardware after all? The first challenge is that each partner has different demands. Maybe each partner will have a lot of unhappy points in the future; that’s the case, but then again, downstream manufacturers, are you capable of demanding upstream manufacturers? It’s not that they are eaten to death by suppliers. As long as the solutions and technology are good, upstream manufacturers don’t need to worry about leaving their homes. The second is that the final amount obtained on the Internet in China is basically free or very low, so we must find a reasonable price. I feel that unreasonable prices have no life cycle. This has nothing to do with the Internet. You have been making a car for a while. Do you ask the supplier to give you free or say that we will have a large amount in the future. You will certainly not lose money if you give us the cost price. Besides, as far as the price of lidar is concerned, is Huawei not low enough? By the way, you don’t need to. The third is experience. In the past, in China’s Internet opening, most of the bottom is open. There will be gaps in communication between the two parties, especially the communication between the bottom technical personnel, and it is difficult to talk directly. What is open at the bottom of UC Open? Do you make the browser kernel? Technical personnel communication gap This must be because some people are not good enough. What gaps can there be in technical communication? It’s just that everyone has a different route. Is the other person pointing at chromium, pointing at the kernel, don’t you understand?

5 months ago

That’s pretty good. After all, autopilot contains software algorithm data, so his words can barely justify himself. But I feel that autonomous driving is a bit like mobile phone photography, a combination of software and hardware. Tesla’s arrogance is the same as that of Apple, and Huawei’s combination of software and hardware is also a blockbuster. Xiaopeng and Baidu are both direct competitors of Huawei. From their own point of view, they have their own views. This is normal business competition. You can’t highlight the other side’s advantages and suppress your own business, it’s not doing charity. Even if it is to buy some manuscripts to blow yourself up, it is reasonable. I still have a good impression of this kind of company that can devote itself to technology. It’s not a matter of success or failure. It hasn’t come to the conclusion yet. As long as it’s not like some brands, the way of raising kol brainwashing fandom, without the skills to become a comprador, the methods are very shameless. Not a grade.

5 months ago

Once Huawei takes control of automotive software development, it will eventually come back and control the entire automotive market. Chairman Xiaopeng thinks the opposite. It is not that the Huawei model does not work, but the Huawei model will force the development and integration of the automotive market. A major reshuffle in the automotive sector. What Xiaopeng Motors thinks is that everyone’s needs are different, and the positioning of each car manufacturer is different. Therefore, a software manufacturer such as Huawei, which is separated from automakers, will definitely cause customer needs to fail to keep up. In fact, he considered the status quo of automobile development over the past 100 years. He puts too much emphasis on the status of hardware manufacturers and cannot imagine that software manufacturers may not only fight against hardware manufacturers, but even control automobile hardware manufacturers in turn. In fact, we think a little further, the intelligent driving of cars, with AI assistance, is likely to be an inevitable trend in the future. In the future, during general driving, the driver can operate at will, but the artificial intelligence will follow up the data at any time. In the event of an emergency and dangerous situation, AI assists quickly to intervene to control the vehicle to avoid danger by exceeding the human response level. Or the government forces the installation of high-security AI for long-distance freight trucks. Once the truck speeds or performs dangerous actions, AI will intervene to track and warn the driver’s fatigue and drunkenness, and directly connect to the government transportation department in the background. Today’s automakers are too unimaginative. They can only imagine that software is a superficial function such as navigating and controlling music, so they despise the software manufacturers themselves. In fact, once software vendors can really get involved in traditional manufacturing, the car’s software can clearly grasp the status of every part of the car, from door handles to tire pressure, from the state of the cylinders inside the engine, to the density of exhaust gas. , Bearing wear to the suspension hardness, all show you. At that time, the cost, materials, and design of a car will be unobstructed. Through the control of big data and intelligent AI, the software data center will re-integrate the driving data of tens of millions of cars, and the performance of each car will be exposed as naked. In front of home and driver. What will the final result be? With the deepening of the software’s understanding of car information, the smarter the car will be. Whoever can best produce a smart car that satisfies the smart service will occupy the market. In the future, anyone can park their car by themselves, call a destination, and then use smart software to drive it. Whose car can have a bed, a refrigerator, a panoramic movie window, the fastest network service, and the strongest cloud computing power to drive the car. Online games, video calls, and smart cars that drink red wine will occupy the market. Which car manufacturer is more willing to open hardware data to software, will be able to obtain more software services, proactively integrate with software, and cars that are willing to meet software design standards will be more intelligent. Software will in turn force the development of hardware to satisfy itself with faster, more, and stronger software functions to provide consumer services. My feeling is that traditional automakers are still too complacent, they still can’t imagine the power of intelligence. When automotive software develops, it is very likely that the Internet and the Internet of Things will be deeply integrated to form a new world. Today, Huawei’s ability to produce tens of thousands of dollars in autonomous driving is already a big step forward in this regard. The imagination of traditional manufacturers is still not enough, there will be smart cars in the future.

5 months ago

First of all, the original text of He Xiaopeng’s answer in the interview is that I am very optimistic about Huawei’s model in the short-term. Huawei is very good, but it is not very good in the long-term, rather than the topic is interrupted. It is not optimistic about the “Huawei model”. Secondly, Xiaopeng may be all of China. The business conflict between smart car manufacturers and Huawei is the most intense, because Xiaopeng’s main focus is the full-stack self-developed autonomous driving technology and car intelligence, and the biggest highlight of Huawei from the current point of view is also the autonomous driving technology and intelligent solutions. . If other car companies can still cooperate with Huawei, then Xiaopeng will never be able to reach a face-to-face cooperation with Huawei. In the end, Xiaopeng has delivered more than 10,000 P7 units, and Xiaopeng NGP has also completed the 3000km high-speed challenge; the SF5 jointly developed by Huawei and Cyrus is expected to be delivered in May, and the Arctic Fox cooperating with BAIC New Energy has also completed the market. District autonomous driving test. It is normal for two companies to have different models. Whether they are optimistic about each other or not, it is meaningless for Keyboard Man. In the end, the market will prove everything.

5 months ago

First of all, Mr. He Xiaopeng’s views are not malicious, and they are different from Mr. Wang’s attitudes. People born in the Internet have a different mindset, and they are full of mutual affiliation, but it is a pity that Huawei is not an Internet company. First, taking UC as an example does not explain the problem, otherwise Bosch, Aisin, and Google would have gone bankrupt. Secondly, the default position is that Huawei sells expensively, so it can’t. It is estimated that Huawei hasn’t made it clear what it is selling. Wouldn’t it be thought that a set of Hongmeng system sold for 80,000? The third article is even more interesting, just take the Internet experience as a car experience. In the field of traditional automobiles, I won’t comment on how domestically-made cars are doing. Is it because the three big pieces can’t be bought well, or the marketing ability is not good? Again, the supplier’s technology, you can get it, others can do it, but others can do it well, and you can’t do it well, that’s not a supplier’s problem. When it comes to the new power of the Internet to build cars, it is even simpler. Some do not even build cars, but directly find others to make them and become pure marketing companies. For example, Jianghuai Automobile’s manufacturing level far exceeds Porsche’s remarks.

5 months ago

I really can’t read the previous answers. To be honest, the title of this question has already begun to bring rhythm. He Xiaopeng’s original words are “Huawei is very good, and Huawei’s model is very optimistic in the short-term, but not very good in the long-term”. The result became the headline “Not optimistic about the Huawei model.” The link is an interview with 36 krypton. The title is “Dialogue with He Xiaopeng: Huawei is very good, but it is more optimistic about the integration of software and hardware in the long run.” In fact, it expresses this meaning. Obviously it is not so rhythmic. As long as it is “not optimistic about Huawei”, a group People started spraying even before reading the article. He Xiaopeng also said that “there will be cooperation with Huawei, including talent and business exchanges.” I read the full text throughout, and I didn’t see He Xiaopeng’s disrespect, slander, and joking attitude towards Huawei. Instead, he made comments based on technology and market perspectives, combined with his past experience in UC entrepreneurship. I don’t know what’s wrong. Yes, there is not only one successful business model, and it is not only Huawei’s business model that can be called success. Returning to He Xiaopeng’s three points, first, “every partner has different demands, maybe every partner will have a lot of unhappy points in the future.” Isn’t it right here? It is completely correct, and all the respondents know that instead of choosing to cooperate with Cyrus and BAIC, Huawei builds its own car. Isn’t this the same logic? At present, it is only based on the status quo of Huawei that cannot end up personally, and is forced to choose to cooperate with traditional car companies to create an environment. If conditions permit, doesn’t Huawei know that it will be more profitable from going out in person? Xiaopeng said that he is still optimistic about the integration of software and hardware. Weilai Li Bin also agrees, especially for intelligent driving. Only when the data is stored in his own hands will the value be highlighted. In the end, the cooperation between Huawei and BAIC gradually reduced to BAIC and became a foundry. I really don’t see any benefit to BAIC except in terms of profit. Second, “The last amount obtained on the Internet in China is basically free or very low. Therefore, we must find a reasonable price. I think that unreasonable prices have no life cycle.” This is about getting to the market. I will know it as time goes by. I personally feel that the extremely fox model equipped with Huawei ADS sold at 400,000 is not in a “reasonable” price range. Of course, as I said before, there is a market to reflect right and wrong. There is no need to hurry up. Third, “In the past, most of the bottom layers were opened in China’s Internet opening. There was a gap between the two parties in communication, especially the communication between the bottom technical personnel, and it was difficult to talk directly.” This is indeed correct. You count on BAIC. Of R&D personnel to understand Huawei’s technology for adaptation? The existence of barriers will inevitably lead to a greatly reduced user experience. I watched everyone’s answers by Pei Xiaopeng. A large part of it is that Xiaopeng is thinking about a manufacturing industry using Internet thinking. Coincidentally, the traditional car company Geely BYD, including Weimar (Shen Hui), a traditional car company, had been working for many years before the new power. The geometry was cold and Weimar could not get the investment. Investors secretly expressed that they were not optimistic about it. The power of car building on the Internet background. Now everyone can see that the Jikrypton brand is independent, and the first word out is the phenomenon-level copy of Weilai’s operating model, and so on. Having said so much, I just want to show that the background of the Internet should not be the default reason why we are selective and not optimistic about the future of a company. Finally, He Xiaopeng has expressed in public more than once that Xiaopeng’s interior is actually a combination of Ali and Huawei. Xiaopeng Motors has never shy away from communicating with and competing with Huawei. What’s more, in the smart cars currently on the market, Xiaopeng NGP is worthy of the number one in intelligence (including Tesla). I believe you all know that er is very rational, and there is no need to bring rhythm here.

5 months ago

By analogy, compared with gasoline cars, electric cars have a set of power systems. Traditional car manufacturers have no pressure to do, and they can even mix up. However, because electric vehicles have eliminated the advantages of traditional car manufacturers such as gearbox engines, the barriers to entry have been lowered, so the “new forces” have begun to add new skills of “autopilot” to electric vehicles, raising the barriers for traditional car manufacturers to enter. So so far we have seen that there are Symbian systems, iOS systems, and Windows Phone on the market, but there is no Android yet. Symbian iOS Windows Phone are closed systems developed and played by themselves. Huawei is like an open system, an open Android ecosystem, and the Android Alliance allows traditional mobile phone manufacturers to quickly develop their own branded smart phones. However, there is no final conclusion on whether openness or closure is better or worse. As for the long-term not optimistic, I feel a little pale and weak. As long as things are really good and the market is large enough, other issues, especially technical issues, can all be slow. Slowly resolved.

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